North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,000 $22.9K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 964 $22.1K <0.01% -6 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 945 $21.6K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 847 $19.4K <0.01% -569 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 833 $19K <0.01% +19 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 815 $18.6K <0.01% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 789 $18K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 785 $17.9K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 769 $17.6K <0.01% +190 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 727 $16.6K <0.01% new 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 702 $16K <0.01% -604 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 697 $15.9K <0.01% +667 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 694 $15.9K 0.01% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 680 $15.5K <0.01% -106 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 590 $13.5K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 583 $13.3K <0.01% +7 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 538 $12.3K <0.01% +10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 538 $12.3K 0.01% -1,000 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 537 $12.3K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 522 $11.9K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 554 $11.7K <0.01% -1,825 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 486 $11.1K <0.01% +463 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 460 $10.5K <0.01% -396 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 413 $9.44K <0.01% +200 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 401 $9.16K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 370 $8.46K <0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 338 $7.72K <0.01% +85 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 318 $7.27K <0.01% +218 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 296 $6.76K <0.01% -7 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 293 $6.64K <0.01% -8 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 269 $6.15K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 266 $6.08K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 239 $5.45K <0.01% -329 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 236 $5.39K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 98 $4.84K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $4.57K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 180 $4.11K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 182 $4.07K <0.01% +170 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 145 $3K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 115 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 128 $2.92K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 121 $2.77K <0.01% -36 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 95 $2.17K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 89 $2.03K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 92 $2K <0.01% +6 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 76 $1.74K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 71 $1.62K <0.01% +1 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 66 $1.51K <0.01% +25 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 66 $1.51K <0.01% -14 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 470 $1.42K <0.01% +408 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 60 $1.37K <0.01% -3 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 59 $1.35K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 56 $1.28K <0.01% -3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40 $914 <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 39 $891 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 33 $754 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 28 $640 <0.01% -265 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 21 $480 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $457 <0.01% -1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20 $453 <0.01% -6 13F-HR/A Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19 $435 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $343 <0.01% -5 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14 $320 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13 $297 <0.01% +7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $206 <0.01% -1 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 5 $115 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $114 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $69 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $46 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $45 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $23 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $23 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -992 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.